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Live Webcast Replay

Easing the Stress of Settling an Estate


Total Credits: 1 including 1 Specialized Knowledge - Technical

Average Rating:
   4.5
Category:
Partner Produced |  Practice Management
Faculty:
Linda S. Geary, CPA, CESP |  Terri L. North
Course Levels:
Overview
Duration:
1 Hour
License:
Access for 30 day(s) after program date.

Dates


Description

Easing the Stress of Settling an Estate

Finding relief for those who have just lost a loved one is an integral part of the CPA’s role as a trusted advisor. Review the considerations of settling an estate including insurance and finance issues. Then, clarify the boundaries so you know when to involve or refer to an attorney.

Linda S. Geary, CPA, CESP – Partner, The Geary Group PC, New Baltimore

Terri L. North - Legal Strategies, P.C., Shelby Charter Township

Basic Course Information

Learning Objectives
  • Participants walk away with the latest technical and regulatory updates to help their practice become Future Ready

Major Subjects
  • See Description

Course Materials

Dates

Wed, Mar 17, 2021 - 10:00am to 10:58am EDT
Thu, Apr 29, 2021 - 10:00am to 10:58am EDT

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For Sole and Small Firm Practitioners as well as small business owners
Yellow Book No
Course Developer MICPA
Original Recording Date 08/14-15/2019
Date Added to Catalog 09/13/2019

Additional Information

Complaint Resolution Policy Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Instructional Delivery Method Live Group Internet Based
Course Registration Requirements Online Registration
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.

Reviews

5
4
3
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1

Overall:      4.5

Total Reviews: 313

Comments

Jeanne W

"Speaker was organized and presentation was very well laid out. "

Alison P

"Best speaker on this series so far."

Alison H

" "

Scott K - Thompsonville, Michigan

" "

Janice P

"Thank you"

Philip W

" "

Elizabeth O

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Brittani J

"Enjoyed the speaker and topics discussed."

Brian C - Holland, Michigan

" "

Patricia S - Ann Arbor, Michigan

"Good session"

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